Modern Life Insurance Selling Podcast

In this episode, David Duford of DavidDuford.com talks about his new book called “Interviews With Top Producing Insurance Agents” (buy on Amazon here)where he interviews 13 top producing life insurance agents.  We also discuss the process of getting his direct to consumer burial insurance site to daily inbound leads and phone calls. In this episode learn: […]

In this episode, Randy Vandervaate guest hosts and interviews Jimmy McMillan from heartlifeinsurance.com.  Both Randy and Jimmy have built niche websites producing consistent life insurance business and discuss the process and what it takes. In this episode learn: 1) How to niche down your life insurance website to get better results in the most efficient way […]

In this episode, Anthony Martin of ChoiceMutual.com walks us through his journey of starting a website from scratch and getting to daily leads from the search engines within 6 months.  We also talk about why many agents fail at final expense telesales and some ways he makes it work. In this episode learn: 1) What it […]

Glen Shelton owns Lead Heroes, a telemarketed lead vendor and in this episode we discuss working internet leads and what it takes to become successful doing it through some of our own insights into the business. We talk about timeframe to profitability, following up on leads, advice on transitioning to telesales and a bunch of […]

Jonathan Musgrave has been building turn-key digital marketing processes for agents for years.  Using a combination of targeted traffic and an optimized digital marketing process, he delivers only the hottest of prospects to his agent clients. In this episode learn: 1) What it looks like to build a turn-key digital marketing strategy. 2) Facebook ads best practices. […]

Brett Kitchen has the most experience of marketing and selling Indexed Universal Life Insurance (IUL) over the phone the phone of anyone I know.  He’s also authored the book “Wealth Beyond Wall Street” and has a program to train and help agents sell IUL over the phone. In this episode learn: 1) How to identify the […]

Todd Ewing has the most direct to consumer telesales experience that I know of in the industry and he shares his 7 habits of successful life insurance telesales in this episode. At-A-Glance Success: * Produced over $1 billion in premium * Supervised over 500,00 paid policies * Created and built 3 start-up agencies As an […]

Jovan Will from advisorinternetmarketing.com works with top financial advisors across the country to prosper in the digital age.  We talk in detail about his marketing strategies to get appointments to market annuities and other financial products.   Some agents are even selling annuities 100% over the phone and doing very, very well.   In this episode […]

The market for final expense is just getting bigger as more and more baby boomers are aging into retirement.  This week we’re bringing in David Duford from FEAgentMentor.com to discuss how he teaches final expense agents to grow their business.  We’ll cover lead programs, sales techniques and general advice on how you can sell more […]

Shaun Caldwell makes a great case to implement direct mail in your business.   As the internet continues to provide increasing access to more products, the need for direct mail will grow as means to differentiate brands and sustain existing customer relationships.  In this episode we discuss” In this episode learn: 1. The risks in […]

Gregory was recently named one of the 20 most creative people in insurance and has over 20 years of life insurance industry experience going from agent, to home office executive and now as a thought leader for insurance industry innovation. In this episode learn: 1.  Ways to act on your ideas to innovate the insurance […]

Thom Singer has over 25 years of sales and marketing experience and is the Master of Ceremonies and Keynote for this year’s MDRT Top of the Table event.  We’ll be talking about connecting with people in a technology driven world. In this episode learn: 1.  Why social media isn’t a replacement for human to human networking. […]

Jonas has been marketing in financial services for over a decade, focusing on lead generation and personal branding.  He’ll be sharing with us some tips on building your local brand. In this episode learn: 1.   How to use your email signature to generate business 2.  How to use LinkedIn for local referrals 3.  How you can use […]

Forget what you’ve heard about targeting Gen Y.  Sophia Bera has built a very profitable business around Gen Y and in this episode talks about how she did that. Sophia is very open and generous with the inside look at her business and how she works with Gen Y.  Lots of great “how-to” information for […]

Glenn Cooke is a life insurance industry veteran that uses marketing and technology to make life insurance easier for consumers to understand and purchase using his own twist on online marketing and building his own systems. In this episode learn: 1. How Glenn generates leads online for his agency 2. Importance and tips Glenn uses to increase […]

Taylor Pearson is a digital marketing consultant and has spent the last 3 years meeting with 100’s of entrepreneurs from around the world helping them with their businesses.  He’s been a huge influence on my business through a mastermind we take part in and we’ll be discussing accountability and a excerpt from his new book, End […]

Patrick Pegram, also known as “Skipper”, is a 30 year life insurance industry veteran and has to be one of the most experience mortgage protection experts out there. There’s a lot of hype around the mortgage protection life insurance market and Patrick gives us the truth on what you can actually expect and how to best […]

In this episode we interview a life insurance underwriter.  We’ll keep the life insurance company and underwriter name anonymous so the interview can be as candid as possible. We ask a broad range of questions from what it takes to become an underwriter, what their average case load is, if cover letters really help.  and […]

This episode covers the current state of life insurance marketing and the magnitude of the opportunity in front of us for 2015 and beyond. As we close out 2015, there’s a few opportunities agents haven’t fully grasped that I’ll also cover those in this episode. People in the episode: Jeff Root: jeff@selltermlife.com Mentioned on this episode: […]

This week we have Bart Catmull, President and COO of Sagicor Life Insurance. Bart and I have a conversation about Sagicor Life Insurance and the no medical exam life insurance marketplace.  Specifically his thoughts on where it’s going and challenges it faces. People in the episode: Jeff Root: jeff@selltermlife.com Bart Catmull Mentioned on this episode: Sagicor […]

This week we have Tim Clairmont, Founder of Clear Financial Partners, Top of the Table MDRT qualifier and author of “Passionate Ambivalence”. Tim is going to share with us his 4-step process for marketing and why he focuses on client experience over everything else. People in the episode: Jeff Root: jeff@selltermlife.com Tim Clairmont:  www.timclairmont.com Mentioned […]

Nick Perry is on this week’s episode of the Modern Life Insurance Selling Podcast.  He’s owner of the Independent Life Insurance Agent Association and we’ll be covering: 1.  Selling high risk cases and “on the fly” field underwriting tips. 2. What to do when you don’t have enough leads. 3.  Should you take advances or go as-earned? […]

Jason Patterson returns to the podcast and we talk about all the success we’re having with Bing and why agents new to marketing online will get faster results when using the strategies discussed in this podcast with Bing. People in the episode: Jeff Root: jeff@selltermlife.com Jason Patterson Mentioned on this episode: Bing MLISP Episode #12: Life […]

Laura Harris is a CLU, ChFC, CIC. She’s built her insurance business around creating systems and she’s willing to share those systems with you in this podcast. Her systems allow her to leave her office for 30 days at a time and feel confident the business is thriving. Laura is a firm believer in micromanaging […]

An in depth discussion about life insurance e-signature technology.  If you’re selling over the phone and not using e-signatures, you’re losing out on a lot of business.  This podcast will discuss why and information on using e-signatures. People in the episode: Jeff Root: jeff@selltermlife.com Mentioned on this episode: iGo eApp Docusign Marketech Recent Action in the Sell […]

An in depth discussion about how an agent is generating over 500 leads per month and the importance of teaching yourself to be a well rounded marketer. People in the episode: Jeff Root: jeff@selltermlife.com Liran Hirschkorn: liran@bestlifequote.com Mentioned on this episode: Lead Pages Adroll Perfect Audience SellTermLife Community Recent Action in the Sell Term Life Community: […]

Consumers, purchasing life insurance over the phone, have different walls built up than the traditional face-to-face sale and typically give the same objections time and time again. Many of our listeners have been asking us to talk about these objections that we often hear when selling life insurance over the phone. Everyone has their unique […]

After a short hiatus from the podcast, we are back again, full force, with a great new topic – mindset challenges of new online life insurance agents. As a result of the countless conversations that I’ve had with agents, many of whom are seriously great producers, I’ve been able to classify each agent into an internet agent […]

This week, my guest is Scott Burke from FEXContracting.com. Scott has been in insurance for over 17 years and is now considered to be one of the leading final expense experts in the industry. Scott spent 20 years as a motorcycle dealer before his career change into funeral pre-need and final expense insurance. We discuss mistakes […]

On this week’s episode, Brian Greenberg joins me from TrueBlueLifeInsurance.com. Brian started out in 2004 and has had some very successful life insurance websites since his start in the business. Brian chronicles his journey from his fresh-out-of-college job at MetLife to becoming one of the most successful soft sale life insurance agents. We discuss what […]

This week we welcome Jason Fisher to the show. After working for New York Life Insurance Company for three years, Jason has made a successful switch from face-to-face sales to selling over the phone. On this week’s episode Jason talks about his current online life insurance selling businesses and what makes them successful. Tune in to […]

With internet quickly becoming the go-to resource for life insurance buyers, many life insurance agents are scrambling to get into the “web game” and hitting dead ends. This week I am answering listener questions about setting up your life insurance business for success. I dive into specific details about what separates successful agents from the […]

On this week’s episode, I am joined by Chris Huntley from InsuranceBlogByChris.com. 10 years ago, Chris was a struggling independent agent trying to come up with solid leads. Then, while taking part of an insurance forum, he was offered the opportunity that changed his life. Since that day, Chris has brought in over 18,000 leads, […]

This week, I am talking with Brent Kelly, founder and coach of Empowering Sales, about the importance of storytelling in sales. Brent, speaker and 14-year insurance veteran, recently started his own consulting and training business. He teaches salespeople how to build a signature brand and develop their storytelling skills in order to emotionally connect with […]

This week, I am talking to Jan Pinney, owner of Pinney Insurance. Jan has been hailed as creating one of the most progressive life insurance IMOs in the industry. A 40 year consecutive MDRT qualifier, Jan has created a juggernaut of an IMO in the life insurance industry. With Pinney Insurance, Jan has developed a formula […]

If you were to start all over, what would you do? I get asked this question a lot. Over a year ago my response to this question would have been much different, up until I discovered an amazing strategy that works for quickly creating life insurance leads – niche marketing. The single quickest way to start […]

Have you ever wondered why some internet life insurance agents are successful and some are not? This week, I analyze the characteristics that define successful agents. First and foremost, I explain the importance of never making excuses to yourself in regards to working on your business and how to internalize the right mindset for it. This key […]

Over the course of our careers as life insurance agents we are always finding better ways to close a sale. At times, we can be our own worst enemy by becoming so absorbed by the details of the sale that we fail to connect and we end up missing the sale. This week, I invited Gary Wallace back to […]

One of the biggest perks of being an independent life insurance salesman online and over the phone is being able work from anywhere with an internet connection. With the enough dedication it is possible to be a successful agent doing business anywhere in the world. This week, I’m pleased to welcome Liran Hirschkorn back on […]

This week, I am talking with Joe Anthony, CEO of J.A. & Associates, about how to market and manage your reputation as a life insurance agent. Joe works with local companies with an average earning potential between one and ten million dollars a year. He teaches them how to build their online reputation and monitor […]

On this week’s episode, we welcome John Carroll from www.InsuranceSplash.com. He writes a blog and hosts a podcast that teaches insurance agents marketing ideas and strategies to grow their presence online. John will share priceless online marketing advice on topics like blogging that produces results, quote forms that convert, and SEO that works. Tune in […]

This week, I talk to Joe Simonds of Advisor Internet Marketing about how to stand out in your marketplace. Heavily influenced by Seth Godin’s “Purple Cow” concept, Joe Simonds explains the importance of separating yourself from the sea of other life insurance salesmen. You will hear real-life examples of people who successfully pulled this off […]

Where should life insurance agents start with search engine optimization (SEO) is the question we’re tackling on this episode with my guest Jake Puhl. Jake is a SEO expert who specializes in optimizing local businesses to show up highly in all ways possible online. The trust and reputation your business has online are the main […]

This week, I’ve decided to step away from the interviews and start addressing some listener questions. A lot of agents want to know the easiest way to start generating leads, and they want to know what myself, or some other successful agents are doing.  We’ll talk about how you should be proactive in learning marketing and […]

This week, I’ve invited Jason Patterson on to the show to talk about SEO strategies. Jason has been instrumental in the success of my search engine rankings. I’ll be talking to him about advice he thinks is crucial for life insurance agents to succeed in ranking their own sites. We’ll also talk about a site […]

This week, I’m answering a listener question about how to set yourself apart from other agents who are selling the same product. I’ll discuss the concept of Table Selection in poker, and how that relates to creating an edge in the life insurance marketplace. We’ll talk about what you can do specifically to “play the […]

This week, we’re going to do something a little bit different. I’ve invited Gary Wallace on to the show to have a candid discussion about working in a life insurance call center. Gary and I used to work in a life insurance call center together, and he actually trained me to sell life insurance over the […]

This week, I’m pleased to welcome Ryan Pinney on to the show. Ryan  is an expert at using to technology to drive life insurance sales. He is also a veritable powerhouse when it comes to using technology to streamline the application and underwriting processes. We’ll talk about why customer 2.0 is changing the life insurance agency, […]

This week, I’m taking a little bit of a different approach. A lot of people are starting life insurance websites and not seeing any results.  I’ll be highlighting several listener questions about selling life insurance online. I’ll explain what successful life insurance marketers are doing, and what separates them from agents who have websites, but aren’t […]

No other life insurance agent online has branded himself better online than Jeff Rose. Jeff is a Certified Financial Planner who runs several successful websites, and is the author of the new book “Solider of Finance”. I’ve invited Jeff on to the podcast to share some of his trusted techniques to claiming and expanding digital authority. Jeff’s […]

This week, we’ll be talking about every life insurance agent’s greatest asset; their book of business. I’ve invited Lee Martinez on to the podcast to share some very actionable tips and advice on how to manage your clients. Lee has is a wealth of information on re-writing terms and generating real, organic referral business . […]